88634W702
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SMART Wealth LLC | History | Added to | 188,206 | 4,998 | 1.02% | 0.75% | 1 | +49,176 | 35.37% | Q3 2026 | Nov 04, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 187,648 | 4,984 | 3.13% | — | 2 | +187,648 | New | Q3 2026 | Nov 13, 2026 |